StampNotes

Blog, Commentary, And News

Do You Have to Pay Capital Gains on Selling Your Home?

By Contributing Staff \ August 7, 2022
Home-Sale-Tax-Exclusion

When selling your home, you may be eligible for a substantial capital gains tax exclusion ranging up to $500,000 in excluded gains. Financial analyst Matt Mellusi, MSFP, of Cary Stamp & Co. in Tequesta, FL introduces the basics of the $250,000/$500,000 Home Sale Tax Exclusion. TRANSCRIPT: I’m Matt with Cary Stamp and Company and today…

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Cary Stamp & Co. Named One of Ten “Charitable Champions” in the Nation.

By Contributing Staff \ July 8, 2022
Charitable Champion 2022 Invest in Others

The Invest in Others Charitable Foundation (“Invest in Others”) has announced the selection of 10 financial advisory firms for its annual Charitable Champions List, which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations. Cary Stamp & Co., Principled Wealth Advisors, of Tequesta, FL is among…

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Cary Stamp, Founder of Cary Stamp & Co., Named on Forbes Best-In-State Wealth Advisors List for Second Consecutive Year.

By Contributing Staff \ April 17, 2022
Cary-Stamp-Best-In-State-Wealth-Advisor

Stamp again on Forbes Best-In-State list spotlighting top regional financial advisors throughout the country. Tequesta, FL  (April 18, 2022)  Cary Stamp & Co., Principled Wealth Advisors, a provider of financial advisory services based in Palm Beach County, FL, announced that founder Cary Stamp, CFP® has been named a Forbes Best-In-State Wealth Advisor for 2022. This…

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Inc. Magazine Reveals Cary Stamp & Co.’s Premier on the Inc. 5000 List

By Contributing Staff \ August 17, 2021

NEW YORK, August 17, 2021 – Inc. magazine today revealed that Cary Stamp & Co., the Principled Wealth Advisors™ based in Palm Beach County, FL, has premiered at No. 4689 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most…

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Cary Stamp, Founder of Cary Stamp & Co. , Named on Forbes Best-In-State Wealth Advisors List for 2021

By Contributing Staff \ February 24, 2021
Cary-Stamp-Best-In-State-Wealth-Advisor

Stamp joins the Forbes Best-In-State list spotlighting the top regional financial advisors throughout the country. Cary Stamp & Co., a provider of financial advisory services based Palm Beach County, FL, announced that founder Cary Stamp has been named on Forbes Best-In-State Wealth Advisors for 2021 list for South Florida. The list is published online at: https://www.forbes.com/best-in-state-wealth-advisors. According to Forbes, a leading…

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Cary Stamp Recognized by National Charitable Foundation for Philanthropic Work

By Contributing Staff \ November 12, 2020
Cary-Stamp-Recognized-Nationally-for-Philanthropic-Work

Cary is one of four Commonwealth Financial advisors in U.S. to be recognized nationally by the Invest in Others Charitable Foundation.   The Edna W. Runner Tutorial Center in West Jupiter, FL helps at-risk students pursue academic and personal excellence. For more than eight years, Cary Stamp, AIF®, CFP®, has been a member of the Board…

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Summary of State & Federal Financial Responses to COVID-19 Crisis

By Contributing Staff \ March 29, 2020
Coronavirus-Covid19-Florida-Update

UPDATED SUN. MARCH 29, 2020 In the interest of keeping clients, friends, and our communities informed, we have created a list of financial-related responses by State and Federal governments to the current crisis. Updates to come as new information becomes available.  FEDERAL ANNOUNCEMENTS The CARES Act  ($2.2 trillion) The largest fiscal stimulus in American history…

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Asset Allocation, not Stock Picking, May Have More Impact on Your Portfolio’s Success

By Contributing Staff \ February 19, 2020
Diversification-and-Asset-Allocation

Asset Allocation and Portfolio Success: 90% of an Investment Portfolio’s Returns May Result from Proper Asset Allocation, not Stock Picking A 2000 study by economists Roger Ibbotson and Paul Kaplan concluded that more than 90% of a portfolio’s long-term returns may be driven by its asset allocation. For starters, what exactly is “Strategic Asset Allocation”…

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Estate Planning 101: A Beginner’s Guide to Estate Planning Basics

By Contributing Staff \ December 11, 2019
Estate-Tax-Planning

An Introduction to Estate Planning Strategies Do you have a will or estate plan? Many individuals and families overlook the need for estate planning in the belief that if they don’t possess significant wealth or a complicated situation, a plan is not required. At Cary Stamp & Co., we believe every individual and family should…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Contributing Staff \ October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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